Related Articles
Version 8.0
Release Date: 6/21/2024 New Features and Enhancements A new dashboard visualization card comparing AUM to Net New Assets (AE Portfolio Management integration required). A new dashboard visualization card showing Opportunities Won by Advisor. Net New ...
Version 5.3.1
Release Date: 6/23/2021 New Features An integration with Calendly to generate and update CRM Actions when Calendly event invites are accepted or changed. Further refinements to the New Record Layout: Integration information used by Orion, Riskalyze, ...
Version 6.4.0
Release Date: 3/1/2023 New Features and Enhancements Quick Create: a new button available almost everywhere in the system to quickly add workflows, records, or opportunities. Keyboard Shortcuts: In conjunction with Quick Create, the features ...
Version 5.3.0
Release Date: 4/28/2021 New Features The new Record Summary experience is ready to for use. Redesigned Command and Navigation bars for quicker and more intuitive access to common workspaces and features. Redesigned Summary section putting most-used ...
Version 5.3.5
Release Date: 11/17/2021 New Features Rearranged items in the Record Details for more intuitive access: Notes has been broken out into its own section. Revenue has been moved to the Financials section. New Record engagement fields have been added to ...